Experience in a client-facing financial services role.
Comfort using customer relationship management (CRM) systems and digital planning tools.
Strong attention to detail and follow-through.
Responsibilities
Own a defined set of client relationships, handling their planning, communication, and service needs.
Support the lead advisor across the full client book.
Manage ongoing client relationships, including quarterly meeting preparation and follow-up.
Handle portfolio rebalancing and identify tax-loss harvesting opportunities.
Keep CRM records current with clear notes and action items.
Follow up on transfers, paperwork, and pending client items.
Assist with annuity reviews and prospect re-engagement.
Participate in client events and educational workshops.
Desired Qualifications
Three or more years in a financial planning or advisory support role.
Experience with financial planning software such as eMoney, MoneyGuidePro, or similar.
Background working with retirees or pre-retirees.
Financial Advisor
Bill Good Marketing · State College, United States · Full-time · Posted 2026-10-08
Salary: USD 56,000–90,000
Workplace: on_site
Description
Most advisor jobs reward you for chasing new assets. This one rewards you for taking care of people. If you want to do real financial planning work, build lasting client relationships, and grow inside an established firm without having to build a book from scratch, keep reading.
Strong Tower Associates is a fee-based financial planning firm serving primarily retirees in Central Pennsylvania. We're a small, tight-knit team. We care deeply about our clients and about doing the job right. We're hiring an Associate Advisor to own a portion of our client relationships and grow with us long-term.
What You'll Do
You'll take primary ownership of a defined set of client relationships, handling their planning, communication, and service needs. You'll also support our lead advisor across the full client book. Day to day, that looks like:
Managing ongoing client relationships, including quarterly meeting prep and follow-up
Handling portfolio rebalancing and identifying tax-loss harvesting opportunities
Keeping CRM records current with clear notes and action items
Following up on transfers, paperwork, and pending client items
Assisting with annuity reviews and prospect re-engagement
Participating in client events and educational workshops
Requirements
What We're Looking For
Must-haves:
Series 65 license (active)
Experience in a client-facing financial services role
Comfortable using CRM systems and digital planning tools
Strong attention to detail and follow-through
Nice to have:
3+ years in a financial planning or advisory support role
Experience with financial planning software (eMoney, MoneyGuidePro, or similar)
Background working with retirees or pre-retirees
You don't need to bring a book of business. There's no cold calling. We're looking for someone who finds genuine satisfaction in serving clients well and wants to grow inside a firm that shares their values.
Benefits
Compensation and Benefits
Salary: $56,000–$90,000 depending on experience, plus bonus potential
$250/month health insurance stipend
24 days PTO per year plus all federal holidays
Primary office: State College (with regular travel to Lewisburg satellite office)
Flexible hours, roughly 8 AM–4 PM, with occasional evening events
If your experience warrants a conversation outside that range, we're open to it.
Where This Can Go
This isn't a support role with a ceiling. As you build trust with clients and demonstrate your planning instincts, there's a clear path toward a lead advisor role. We're a small firm, which means the right person will have real influence on how we grow.
How to Apply
Submit your application with your resume. A short note about why this role interests you is welcome, but not required. We review applications as they come in and will reach out within a few business days if we'd like to connect.